+16.9%
INDA vs ABCL
+189.1%
-172.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ABCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | 0.0% |
| 7D | +3.1% | +4.4% | -1.3% | +2.9% |
| 30D | +9.1% | -7.9% | +17.0% | +9.3% |
| 3M | +3.2% | +12.2% | -9.0% | +2.5% |
| 6M | +8.5% | +134.7% | -126.3% | +4.2% |
| YTD | -4.6% | +239.8% | -244.4% | -9.9% |
| 1Y | -5.5% | +192.7% | -198.2% | -10.3% |
| All | +16.9% | +189.1% | -172.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ABCL.
Daily Out/Under-Performance
Portfolio return minus ABCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABCL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ABCL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling